MarkMargolis
Yammer Survivor Network
If you came to this site from the Observer / Guardian article then you can find more on the Yammer...
Author: Mark Margolis Date: 06/21/2015
Client360 Update for CRM 2015 Update 1
Please find the latest version of Client360 below, this resolves many of the issues that some of you...
Author: Mark Margolis Date: 06/15/2015
Microsoft Dynamics Contoso Insurance Video
On my last post I shared the video that Kevin made on natural user interaction, today I want to...
Author: Mark Margolis Date: 06/01/2015
Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo
At the partner event in March, we showed you a pretty exciting demo about the power of CRM Online as...
Author: Mark Margolis Date: 05/05/2015
A brief history of Microsoft CRM
Thank you to everyone for the great feedback and interest on my last post on Business Value...
Author: Mark Margolis Date: 03/09/2015
Business value and economic benefits with Microsoft Dynamics
One of the most satisfying parts of my job is going back to an implementation after the licences...
Author: Mark Margolis Date: 01/19/2015
One Dynamics, One Microsoft
Happy new year all! I have a few posts lined up for the start of the year and I will also be...
Author: Mark Margolis Date: 01/05/2015
Microsoft Social Listening – Content for Partners
Like my earlier posts on Customer Service (Parature) and Dynamics Marketing, two of my colleagues...
Author: Mark Margolis Date: 11/24/2014
My Session @ Convergence showing the Retail Banking Template (with Screenshots)
Thank you to all of you that came and watched the presentation last week. About two thirds of the...
Author: Mark Margolis Date: 11/09/2014
Dynamics Customer Service (Parature) – Content for Partners
Like my last post, two of my colleagues Gina Timm and Jessica love have put together some great...
Author: Mark Margolis Date: 11/03/2014
Dynamics Marketing – Content for Partners
Two of my colleagues Gina Timm and Jessica love have put together some great content and links that...
Author: Mark Margolis Date: 10/13/2014
CRM Solution Management and FinDemo
Recently I’ve had a number of conversations regarding ALM (application lifecylce management)...
Author: Mark Margolis Date: 09/08/2014
Retail Banking Template Demo Video
After a brief detour last week via the White House I am now back in London and pleased to be...
Author: Mark Margolis Date: 08/18/2014
Announcing the Yammer network for survivors of disasters
I’m very excited that last week on Tuesday 29th July 2014 we announced the availability of the...
Author: Mark Margolis Date: 08/04/2014
Now Available On Premises: FinDemo A Core Financial Services Demo Pack
WPC starts this week and to start the week on a high I have decided to publish my core financial...
Author: Mark Margolis Date: 07/13/2014
Client 360 – Single View Component for Microsoft CRM
I have written about the Client 360 component before. This solution was built by one of my...
Author: Mark Margolis Date: 06/29/2014
Spring Wave: SharePoint, Outlook, Tablets, USD, SDK, CRM Online. Deconstructed
My last article “Microsoft CRM 2013 Spring Wave (SP1) Deconstructed” focussed on the...
Author: Mark Margolis Date: 06/16/2014
Microsoft CRM 2013 Spring Wave (SP1) Deconstructed
The latest version of Microsoft Dynamics CRM 2013 is now available online and on premises (SP1)....
Author: Mark Margolis Date: 06/02/2014
Microsoft CRM & Microsoft ERP Event List
We run a lot of events at Microsoft and so do our partners. However it is rare that everyone knows...
Author: Mark Margolis Date: 05/19/2014
Financial Services Demo (FinDemo) Update – Coming Soon
As I promised last time the core Financial Services demo (aka FinDemo) is being updated and along...
Author: Mark Margolis Date: 04/21/2014
Retail Banking Demo – Coming Soon
The team (thanks to Paul Mare and Marco Amoedo Martinez) and I are are in the process of releasing a...
Author: Mark Margolis Date: 04/07/2014
Tandem Skydive for Camille’s Appeal
For this week I have something a little different to tell you about. There are times when you hear...
Author: Mark Margolis Date: 03/24/2014
Convergence 2014 – Atlanta – My View
If you caught my with my last post on Convergence you will know that I am just back from Atlanta....
Author: Mark Margolis Date: 03/10/2014
Convergence 2014 – Atlanta March 4-7
Just over a week to go before Convergence 2014 in Atlanta and judging by the success we had with...
Author: Mark Margolis Date: 02/24/2014
UK Floods Hackathon – Feb 16! Calling all developers!
I have been working with the team here at Microsoft to help mobilise technical assistance and...
Author: Mark Margolis Date: 02/15/2014
CRM Implementation Best Practice with Microsoft Dynamics CRM
A lot of my time day-to-day is spent talking about product features and benefits and how these can...
Author: Mark Margolis Date: 02/10/2014
Client 360 – A Single Client View for Microsoft Dynamics CRM 2013
Continuing with the theme of the newly released Financial Services demo toolkit (aka FinDemo) I want...
Author: Mark Margolis Date: 01/20/2014
New Demo Builder with Financial Services Template is now Live
As I hinted last week my Core Financial Services Demo Pack which is now publicly available to...
Author: Mark Margolis Date: 12/23/2013
Financial Services Templates and Demo Solution Pack for Microsoft CRM
As this is probably the last post of the year I thought I would take the opportunity to thank you by...
Author: Mark Margolis Date: 12/16/2013
Embedding Power View Reports in CRM 2013 – The Easy Way
I recently rebuilt my demo to coincide with the launch of CRM 2013 and this means I needed to...
Author: Mark Margolis Date: 11/18/2013
Financial Services Business Process Template
My financial service business template is now Live! Some of you saw this during the CRM 2013 Beta...
Author: Mark Margolis Date: 11/08/2013
Convergence EMEA November 2013
So we are days away from Convergence and this time it is in EMEA! I will be speaking and will do a...
Author: Mark Margolis Date: 10/30/2013
Real-time language translation with Microsoft CRM, Bing & North52
I was going to write about Convergence EMEA November 2013 to give you a heads up on a couple of...
Author: Mark Margolis Date: 10/28/2013
CRM 2013 Posts, Activities & Notes Control
It has been an exciting few weeks at Microsoft recently, the launch of CRM 2013 is in full swing and...
Author: Mark Margolis Date: 10/21/2013
Power Map (GeoFlow) for Microsoft Dynamics CRM
Continuing with the theme of Analytics and Visualisations this week we are going to take a look at...
Author: Mark Margolis Date: 10/07/2013
Microsoft Dynamics CRM and Data Mining
As you have probably already gathered I’m a big fan of Analytics and Visualisations so when my...
Author: Mark Margolis Date: 09/23/2013
Microsoft CRM – Leading by Example
Continuing with the financial services theme I wanted to write about some of the most successful...
Author: Mark Margolis Date: 09/09/2013
CRM & User Adoption
My last post, CRM for Asset Management, proved to be very popular as was CRM for Investment Banking,...
Author: Mark Margolis Date: 08/26/2013
CRM for Asset Management – An Overview
This is a part of a series of articles on CRM for Financial Services. Recently I wrote about CRM for...
Author: Mark Margolis Date: 08/12/2013
Mark and Marco’s Seattle & Tech Ready Adventure!
One of the best things about working for Microsoft is the ability to further ones own knowledge. The...
Author: Mark Margolis Date: 07/29/2013
Microsoft Dynamics CRM and Tagging
The team over at xRM Consultancy have just released another add-on for Microsoft Dynamics CRM. Hot...
Author: Mark Margolis Date: 07/15/2013
Building a Hyper-V Environment for CRM Demonstrations
This blog post is really a prequel to two posts I wrote earlier this year: How to do a CRM Demo and...
Author: Mark Margolis Date: 07/01/2013
Product, Project and Day to Day Prioritisation
In my opinion the ability to prioritise is one of the most important skills people should try...
Author: Mark Margolis Date: 06/17/2013
XRM for Financial Services – Updated
A few months ago I wrote about XRM for Financial Services, today I am going to update this article....
Author: Mark Margolis Date: 06/03/2013
CRM Working Lunch – Financial Services
Last month I was a guest on “Working Lunch” a thirty minute UK Financial...
Author: Mark Margolis Date: 05/27/2013
Opportunity & Deal Analytics with Microsoft Dynamics CRM
Microsoft Dynamics CRM gives me great capabilities out of the box such as the ability to manage my...
Author: Mark Margolis Date: 05/20/2013
A CRM Timeline Component
Those that know me, know how much I like visuals, visualising information in a meaningful way can...
Author: Mark Margolis Date: 05/13/2013
Webinar: Mobile and Tablet Experiences for Financial Services Institutions
Last week my team and I put together a Webinar on the topic of Mobile CRM and Tablet Experiences for...
Author: Mark Margolis Date: 05/06/2013
My Top Outlook Features
With the integration of Outlook and Microsoft Dynamics CRM it is difficult to delineate what is an...
Author: Mark Margolis Date: 04/29/2013
CRM in Investment Banking – A summary
CRM in Investment Banking Last weeks blog about demo tips proved to be very popular, I was given a...
Author: Mark Margolis Date: 04/21/2013